Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Kovitz Investment Group Partners’s Portfolio CSQ Stock Details CSQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,022
Closed -$295K – 1219
2024
Q3 		$295K Hold
17,022
– – ﹤0.01% 872
2024
Q2 		$287K Hold
17,022
– – ﹤0.01% 735
2024
Q1 		$279K Buy
+17,022
New +$279K ﹤0.01% 588